Hoping someone with the data/memory can help here:
1. CME publishes a futures curve for u308 which shows it being in contango at present - I was wondering does anyone know if CME published such a fwd curve back in 2007/08. Would have been interesting to see what the futures curve looked like back then and whether it was sharply backwardated or not
2. I have read a few articles about how Thorium is on track to replace Uranium as the fuel source in a large number of the new build reactors coming up. Particularly in places like India which have huge indigenous Thorium resources. Doesn't this crimp the fwd projections for demand?
Hoping someone with the data/memory can help here: 1. CME...
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